2023 Form 5500 filing — Nextcare, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011140817NAL0011000579001) for Nextcare, Inc. 401(K) Plan, reported by Nextcare, Inc. under EIN 86-0727095 and plan number 001. It reports 1,512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.5MReported net assets$14,454,109
Participants1.5K1,512
Provider compensation$20.4K2 Schedule C row(s)$20,396
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011140817NAL0011000579001
Plan sponsor
Nextcare, Inc.
EIN
86-0727095
Plan number
001
Location
Tempe, AZ
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.5M total assets
Net assets$14.5MLiabilities$475
Money in vs. money out
Total income / additions$3.9M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$297.5K
Participant$1.5M
Full reported line items
Total assets (EOY)
$14,454,584
Total liabilities (EOY)
$475
Net assets (EOY)
$14,454,109
Employer contributions
$297,497
Participant contributions
$1,500,625
Total income / additions
$3,943,897
Benefits paid
$2,495,771
Administrative expenses
$90,997
Total expenses
$2,602,836
Net increase / (decrease)
$1,341,061

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bayntree Wealth Advisors, LLCRIA$18,416$0
John Hancock Life Insurance CompanyRECORDKEEPER$1,980$0

Related Form 5500 pages